How to view the list of all the checked out quotes by the logged user in COMPAS Go?


COMPAS Go provides an option to the user to see all the checked-out quotes by the logged in user in a single page.

1. Login into COMPAS Go with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

2. Click on the bell icon, which displays how many quotes has been checked out by the user in COMPAS Go.

3. Click on the text which will display the list of quotes checked out by the user.

4. Displays all the checked out quotes with option to sort  in Quote Number / Job Name / Quote Name / Job Status columns.

Also, filter options with the following options is available in all the columns.

4. User can select any one quote or select all the quotes to check-in.

5. After the check-in is done on the selected quotes, the user is prompted with information on the success / failure with reasons.



Article ID: 3519
Last updated: 18 Jan, 2021
Revision: 5
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